Your Essential Strategies Summit: Serving 18-30s
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

Young Adult Issue #1: Debt Management

• Young adult panel - Hear from young adults about their individual debt situation, habits, what services they use, and what products/services would help them manage their debt
• Credit union case study - Hear a review of a successful credit union program focusing on debt management
• Define debt management, determine the needs for young adults in varying life stages, and discuss how credit unions can better serve those needs

Why a Credit Union Blog Makes Sense

• Review the basics of blogging and see how blogs are being used by credit unions
• Learn why credit unions decide to introduce a blog and see the results of their efforts
• Discuss how credit unions can benefit from the use of blogs

Lending Club, Social Networks and Credit Unions

• Gain a better understanding of peer-to-peer lending
• Discuss the challenges of serving 18-to-30s with new types of mediums and learn how Lending Club is using a social network to attract that demographic
• Discover possible opportunities for credit unions

Young Adult Issue #2: Credit Worthiness

• Credit union case study - Learn the importance of innovation and see the practical application of innovation to address credit worthiness
• Define credit worthiness, and how credit unions can serve the credit worthiness needs of young adults
• See how credit worthiness links to other YES focuses - money management, wealth building and debt management

Young Adult Issues #3: Asset Building

• Young adult interviews - Interview individual young adults about their general financial situation and asset-building needs
• Define asset building and establish what it means for the different 18-to-30 demographic's segments
• Determine asset building needs of young adults and how credit unions can better serve those needs

Emerging Markets within the 18-to-30 Demographic

• Become educated on the multiple facets of this demographic
• Learn how your credit union can better serve and attract a specific group of young adults
• Discuss how the needs of different facets of 18-to-30-year-olds differ

For-Profit Payday Lending, 18-to-30s, and Money Management

• Review what payday lenders are, how they operate, and the realities of young adults using for-profit payday lenders
• Discuss REAL Solutions initiatives focusing on helping 18-to-30s navigate their finances and educate them about payday lenders
• Group discussion about strategies that have been adopted to address this issue

Young Adult Issue #4: Money Management

• Credit union case study - Review a successful credit union program focusing on helping young adults with money management
• See how 18-to-30s are looking for a partner when it comes to money management, and how credit unions can fulfill that role
• Determine what money management means to young adults, their needs involving money management, and how credit unions can better serve those needs

Attracting and Retaining Young Adult Employees

• Learn how finding and retaining young talent is part of the solution to better serving and attracting 18-to-30-year-olds
• Find out what credit unions need to know in order to recruit and retain young adult employees
• Learn tactics you can implement at your credit union

Panel Q&A with Young Adult CU Employees

• Gain a better understanding of the wants, needs and concerns of young adults within the credit union movement to help retain young talent
• Understand what attracts young adults to work for a credit union
• Learn ideas on how to recruit and retain talented employees

18-to-30s and Credit Union Boards of Directors

• Discover the importance of attracting and involving younger board members
• Determine how to convince boards to adopt young adult initiatives
• See insights and outcomes based on the speaker's experience as a young board member

For more program content information or to request a brochure call 800-356-9655, ext. 4262, or email jjones@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.